Company lists · Data refreshed September 2026
Top 25 Family office software providers based in Miami, United States
RevenueBase identified 51 family office software providers headquartered in Miami, United States as of September 2026 and tracks 445 professional contacts across them, including 124 with verified work emails and 109 with mobile numbers. New York is the largest hub.
This list covers family office software providers headquartered in Miami, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office software providers based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 49 contacts → | ||||
Indirect evidence “At Valora, we deliver personalized advisory services with a human touch.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Indirect evidence “Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Strong evidence “Gestión de patrimonios con un enfoque de Multi Family Office.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “Element Pointe is an independent multi-family office and wealth management firm committed to guiding ultra-high-net-worth individuals and their families through important…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Partial evidence “For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Strong evidence “Green Street Trust International is a private investment family office that provides tax-efficient solutions for business owners and Investors.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong evidence “Tiempo Capital is a boutique multi-family office and strategic wealth advisor based in Miami, Florida, and San Juan, Puerto Rico, serving high-net-worth individuals, families…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Strong evidence “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Strong evidence “Adi Dassler International Family Office (ADIFO) is a Multi-Family Office (MFO) headquartered in Miami, Florida USA.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Strong evidence “Somos Diagonal Investment Office – un multi-family office independiente con respaldo global.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Strong evidence “SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Strong evidence “FitzRoy Investment Advisors is a multi-family office based in Miami, Florida.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Strong evidence “Family office of a technology entrepreneur and investor” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Strong evidence “The Kaplan Group of Companies is a multi-national private investment firm and Single Family Office.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Strong evidence “Dhillon Partners is a Family Office which manages global assets, over a diverse range of investment categories.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “Maison Benjamin is redefining how family offices access non-financial services.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “Scheck Group is a family office focused on private equity, real estate and other investments.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Well-defined values, experience and access to quality professionals, accompanied by personalized management and a full range of services to meet your needs.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “MPGA was created as a family business in 2020, since its launch is expanding its horizons for other clients.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Strong evidence “Family office.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “Ripol Alliance Global Wealth Strategies is a Multi-Family Office and multidisciplinary service provider dedicated to the global wealth management of our UHNW Private…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “As every panting, your history is unique.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office software providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office software providers.
- Partial evidence
- Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office software providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 51 family office software providers based in Miami, United States
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Family office software providers based in Miami, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.5dCompany record updated
Median 57.0dHow this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office software providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Miami, United States whose own description of what they do matches “family office software providers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office software providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office software providers, and records with no verified work email. Companies headquartered outside Miami are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 124 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 12, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office software providers by metro in the United States
- Family office software providers in New York139
- Family office software providers in Miami54
- Family office software providers in Dallas40
- Family office software providers in Chicago33
- Family office software providers in San Francisco30
- Family office software providers in Houston25
- Family office software providers in Atlanta25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office software providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office software providers are there based in Miami, United States?
RevenueBase identified 51 family office software providers headquartered in Miami, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Valora, headquartered in Miami, tops this list with the largest team on record.
Which city has the most family office software providers?
New York leads with 139 headquartered companies, followed by Miami (54) and Dallas (40).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 124 verified decision-maker contacts tracked across these 51 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 12, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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